Zoho Community | Connect, network, and share on Zoho Forums





                  Zoho Desk Resources

                  • Desk Community Learning Series


                  • Digest


                  • Functions


                  • Meetups


                  • Kbase


                  • Resources


                  • Glossary


                  • Desk Marketplace


                  • MVP Corner


                  • Word of the Day



                      • Announcements

                      • New Enhancements in Wizards

                        Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in Wizards
                      • Enrich your CRM data and keep them updated

                        You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                      • Zoho CRM Digest - February 2024

                        We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
                      • Important updates to Zoho CRM's email deliverability

                        Last modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains will have their newly created mass emails and other email notifications associated with newly
                      • Introducing the all-new email parser!

                        Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
                      • Most Discussed Topics

                      • Not able to see the parent account and enrich data

                        I have uploaded a csv sheet with 3 columns, Account, Parent Account and website URL, after uploading the accounts, I am unable to see the parent account and unable to perform enrichment. Can anyone please tell me how to overcome this?
                      • Does Deal name need to be unique?

                        I am in the insurance business and have a custom module called Insurance. I am trying to move all the data out of that module and into Deals but I was told that the Deal names all had to be unique to import back into Deals and going forward ALL Deal names
                      • How to add business label when task is accomplished

                        Hi, I am trying create automation in workflow to add business label when task is accomplished. But it not work.. there is no way to create business label when task is accomplished.. at least no easy way. Tried update business custom field when task state
                      • Subform Auto-populate based on Main Form Drop Down

                        Zoho CRM. I have a drop down named ''number of items'' which ranges from 1-100. Below that I have a subform with 18 fields. Here is an example of what I need for this section: Number of items: 10 Subform (all 18 fields) show up 10 times Number of items:
                      • Delete Related Records from the Deal Module

                        Hi everyone! Hi I have a question on how we can delete the related records associated with that particular Deal Record. on Deal Record Is has a Related List name of my Related List Audit Logs Lists. The scenario when a field I is edited from a Deal Record


                        Manage your brands on social media

                              Zoho DataPrep Resources



                                Zoho Subscriptions Resources

                                  Zoho CRM コンテンツ

                                    ご検討中の方


                                        Zoho Sprints Resources




                                            Zoho TeamInbox Resources

                                              Zoho Books Resources


                                                Zoho Projects Resources


                                                  Qntrl Resources


                                                    Zoho CRM Plus Resources

                                                      Zoho Campaigns Resources

                                                              Zoho WorkDrive Resources





                                                                Migrate to Show’s New Community

                                                                A place to share, discuss and stay updated about everything relating to Zoho Show presentations.



                                                                    Zoho Writer Writer

                                                                    Get Started. Write Away!

                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                        Design. Discuss. Deliver.

                                                                        Create visually engaging stories with Zoho Show.

                                                                        Get Started Now


                                                                          Zoho Show Resources

                                                                            Zoho Creator Resources


                                                                                Nederlandse Hulpbronnen


                                                                                    Zoho Inventory Resources


                                                                                      • Sticky Posts

                                                                                      • Enrich your CRM data and keep them updated

                                                                                        You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                                                                      • Zoho CRM Digest - February 2024

                                                                                        We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
                                                                                      • Canvas templates can now be shared with different CRM organizations

                                                                                        ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
                                                                                      • Introducing Zia Presentation in Zoho CRM

                                                                                        ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
                                                                                      • Blueprint enhancements - Parallel and multiple transitions, and more

                                                                                        Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Tips

                                                                                        Tips

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner